Dean Curnutt, Macro Risk Advisors Founder & CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth & Investment Head, says they've pushed clients to have a 40% non-U.S. portfolio. Ali Shihabi, Arabia Foundation Founder, says Saudi Arabia should have been added to indexes 10-15 years ago. Kevin Hassett, U.S. Council of Economic Advisers Chairman, says the White House is going to be tougher on spending in the future. 

Dean Curnutt, Macro Risk Advisors Founder &amp; CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth &amp; Investment Head, says they've pushed clients to have a 40% non-U.S. portfolio. Ali Shihabi, Arabia Foundation Founder, says Saudi Arabia should have been added to indexes 10-15 years ago. Kevin Hassett, U.S. Council of Economic Advisers Chairman, says the White House is going to be tougher on spending in the future.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Capital Spending is Soaring, Kevin Hassett Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb7ddf08-6721-47dd-8836-ae2700a87dfb/transcript

Featuring:
Cameron Dawson, CIO of Newedge Wealth
Jeffrey Currie, Chief Strategy Officer: Energy Pathways at Carlyle Group
Stephen Auth, Executive VP & CIO: Equity at Federated Hermes

Featuring:
<ul>
<li>Cameron Dawson, CIO of Newedge Wealth</li>
<li>Jeffrey Currie, Chief Strategy Officer: Energy Pathways at Carlyle Group</li>
<li>Stephen Auth, Executive VP &amp; CIO: Equity at Federated Hermes</li>
</ul>

Bloomberg Surveillance TV: May 19th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40ca0b24-626f-4128-bb26-b44f01095407/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Joe Lavorgna & Becca Wasser.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature conversations with Joe Lavorgna &amp; Becca Wasser.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Joe Lavorgna & Becca Wasser

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a9655d9-23f6-4180-a01e-b44f00ec3666/transcript

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, May 18, 2026
Featuring:
1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow.
2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets.
3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends.
4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyMonday, May 18, 2026 Featuring: 1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow. 2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets. 3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends. 4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.

Equity Push as Bond Yields Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89f73da4-0b19-4ea1-8dca-b44f01056553/transcript

Capital Spending is Soaring, Kevin Hassett Says

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